CCM
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Coldstream Capital Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Coldstream Capital Management’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$442K Sell
5,614
-1,301
-19% -$107K 0.01% 780
2025
Q4 		$552K Hold
6,915
– – 0.01% 681
2025
Q3 		$572K Buy
6,915
+1,620
+31% +$132K 0.01% 684
2025
Q2 		$425K Sell
5,295
-114
-2% -$8.48K 0.01% 730
2025
Q1 		$386K Hold
5,409
– – 0.01% 722
2024
Q4 		$409K Hold
5,409
– – 0.01% 686
2024
Q3 		$395K Sell
5,409
-488
-8% -$33.9K 0.01% 703
2024
Q2 		$400K Hold
5,897
– – 0.01% 645
2024
Q1 		$417K Buy
+5,897
New +$393K 0.01% 631

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